GARDEN CITY, NYCRD 115122Latest ADV March 19, 2026
Cornerstone Professional Advisor Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Garden City, NY. Its latest Form ADV filing, dated March 19, 2026, reports $110M in regulatory assets under management, 14 employees, 3 offices, and 456 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
326
2
HNWI
7.1%
26
3
Pension Plans
3.8%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of March 19, 2026
Discretionary90.2%
$99M
90% of total RAUM90.2%
Non-discretionary9.8%
$11M
10% of total RAUM9.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$110M
Total Accounts456
10Y AUM Change+$4M (+3.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee26:1
10Y Employee Change-4 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.